2026 Q2 Portfolio Activity
In 2026 Q2, 93 Financial Group, LLC maintained a portfolio of 9 distinct positions. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing the position by 11.4%.
Position History
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93 Financial Group, LLC
AUM $253M
Total Positions
9
Quarter
2026 Q2
Top Holding
VONG (30.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-9 of 9
93 Financial Group, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VONG
VANGUARD SCOTTS...
|
ETF | 30.34% | 29.31% |
#1
Prev: #1
|
6.5 |
—
|
2,206 | 0.4% |
P
S
|
601,405 | $76,865,575 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 21.82% | 21.86% |
#2
Prev: #2
|
6.0 |
—
|
-83,872 | -5.3% |
P
S
|
1,499,269 | $55,278,060 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 21.52% | 20.86% |
#3
Prev: #3
|
5.5 |
—
|
-99,741 | -6.2% |
P
S
|
1,508,904 | $54,516,706 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
USRT
ISHARES TR
|
ETF | 9.23% | 9.95% |
#4
Prev: #4
|
4.7 |
—
|
-25,051 | -6.6% |
P
S
|
351,878 | $23,382,295 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 8.84% | 9.15% |
#5
Prev: #5
|
4.5 |
—
|
-5,718 | -0.9% |
P
S
|
617,288 | $22,382,872 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SPMB
SPDR SERIES TRU...
|
ETF | 7.06% | 7.78% |
#6
Prev: #6
|
3.3 |
—
|
21,700 | 2.8% |
P
S
|
801,374 | $17,878,648 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.99% | 0.87% |
#7
Prev: #7
|
2.4 |
—
|
8,664 | 11.4% |
P
S
|
84,839 | $2,496,824 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
CWB
SPDR SERIES TRU...
|
ETF | 0.12% | 0.13% |
#8
Prev: #8
|
0.5 |
—
|
-298 | -9.6% |
P
S
|
2,804 | $302,376 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.09% | 0.10% |
#9
Prev: #9
|
0.5 |
—
|
283 | 3.5% |
P
S
|
8,390 | $222,330 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-29 |
Showing 1-9 of 9 holdings